Filed February 26, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,539 | $197,591+24.3% | $177,821+38.1% | $158,922+54.5% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.7%-6.5pp | 82.0%-0.7pp |
| Annual return | 20.10% | 58.76%-38.7pp | 48.32%-28.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,809 | $6,697-73.0% | $5,918-69.4% | $4,761-62.0% |
| Participant deferral / active EE | $5,383 | $8,405-36.0% | $7,714-30.2% | $5,982-10.0% |
| Admin fee / account holder | $1,271 | $15,399-91.7% | $12,427-89.8% | $11,246-88.7% |